See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,480 | $72,404+95.4% | $110,238+28.3% | $64,186+120.4% |
| Participation rate | 32.6% | 73.3%-40.8pp | 79.8%-47.3pp | 69.6%-37.0pp |
| Annual return | -6.78% | -6.29%-0.5pp | 314.74%-321.5pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,242 | $2,282-45.6% | $3,826-67.5% | $2,381-47.8% |
| Participant deferral / active EE | $2,313 | $3,469-33.3% | $4,672-50.5% | $3,470-33.3% |
| Admin fee / account holder | $201 | $5,664-96.5% | $8,547-97.7% | $4,888-95.9% |